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Portfolio Controller - Private Equity Advisory

EXTRA HOLIDAYS

Remote:

Full Remote

Contract:

Full time

Experience:

Senior (5-10 years)

Work from:

United States

Offer summary

Qualifications:

5+ years of experience advising Private Equity backed portfolio companies with a focus on financial reporting or operational accounting., Background in professional services like public accounting or advisory work., Strong leadership skills promoting collaboration and excellence., Detail-oriented with a strategic mindset, creativity, confidence, flexibility, enthusiasm, and humor..

Key responsabilities:

Enhance financial processes for Private Equity clients, aiding with monthly close & ongoing optimization.
Support auditors by creating reports, aid both the acquiree & acquirer maneuver financial systems' integration and operations transition, while offering client guidance.
Coach teams and individuals, manage accounts, and deliver presentations.
Promote a culture of diversity management within allocated project HQ regions.

CrossCountry Consulting SME https://www.crosscountry-consulting.com/

501 - 1000 Employees

See more CrossCountry Consulting offers

Job description

Your missions

CrossCountry Consulting is a trusted business advisory firm that provides customized finance, accounting, human capital management, risk, operations, and technology consulting services to leading organizations facing complex change. We partner with our clients to help them navigate pressing business challenges and achieve goals related to improving operations, minimizing risks, and enabling future growth.

Our people are our most valuable asset, and our individual differences are our greatest strength. At CrossCountry, we embrace and value our individual experiences, capabilities, talents, and perspectives by fostering and promoting a culture of diversity and inclusion.

As a part of our national Private Equity advisory team, you will play an integral part on projects. We are looking for someone who is passionate about delivering financial/operational accounting solutions to our Private Equity sponsored clients across the country. This role provides an opportunity to optimize the accounting function and close process of clients and to help them seamlessly integrate acquisitions and maximize synergies across each of their business units. This is an entrepreneurial role in a rapidly growing firm where you can have an immediately positive impact.

Responsibilities:

Financial Reporting Support
Improve financial planning and analysis (budgeting, forecasting, data analysis)
Review of monthly internal financial reporting packs
Review of monthly regulatory reporting
Review of quarterly and annual SEC reporting

General Accounting Close Support
Lead clients to develop a streamlined monthly close process
Manage implementation of cloud-based finance and accounting systems
Assist with cash to accrual conversions and creation of supporting schedules
Validate the existence of assets and prepare associated roll forwards (fixed assts, inventory, cash, etc.)
Assist with internal controls and policies to comply with legislation and established best practices
Assist in the preparation of financial statements in compliance with official guidelines and requirements
Manage implementation of cloud-based finance and accounting systems
Support Internal and External Audit Help in development of reports for management or regulatory bodies

Operations Support
Liaise with business units outside of accounting to incorporate relevant functions into an integration plan
Assist IT teams integrate acquiree and acquirer financial systems
Assist operations transfer insurability and asset titles from acquiree to acquirer

Role within Our Practice:
Coach teams and individuals to success and foster a spirit of collaboration
Provide guidance on all areas involving accounting/finance functions to include: financial reporting, operational accounting, technical accounting, transactions
Manage client accounts, projects, and engagements, including: work plans, staffing, deadlines, and budgets throughout all lifecycle phases – strategy, goal setting, deliverables, and maintaining an integrated project plan
Create presentations that effectively inform and influence client decisions
Coach teams and individuals to success and foster a spirit of collaboration
Develop timely resolutions to issues, risks, and project team conflicts
Willingness to travel domestically up to 40%

Qualifications:

5+ years of overall experience with a minimum of two advising Private Equity backed portfolio companies in one or more of the following areas: financial reporting, operational accounting
Prior experience in professional services (public accounting or advisory firm)
Strong leadership skills with the ability to foster an environment of collaboration and excellence
Detail oriented with the ability to think from a “big picture” perspective
Creativity, confidence, and flexibility
Enthusiasm and a great sense of humor!

CrossCountry Consulting provides equal employment opportunities (EEO) to all employees and applicants and believes that respect and fair treatment are critical to creating a productive, diverse, and inclusive workplace. As an equal opportunity employer, CrossCountry is fully committed to comply with all federal, state, and local laws. All qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability status, pregnancy, genetics, sexual orientation, protected veteran status, gender identity or expression or any other characteristic protected by federal, state or local laws.